Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47418.46 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46020.47 Kr¶
PnL: ---------------------------------------> -868.1 Kr¶
DD now: ---------------------------------> -2.491 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 10:52:53.855498'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | -0.130000 | 2768.500000 | 132.500000 | 5.030000 | 2636.000010 |
| HMS Networks | 2 | -1.370000 | 780.000000 | 107.000000 | 15.900000 | 673.000000 |
| SAAB B | 8 | 0.000000 | 3443.200000 | 66.200000 | 1.960000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.550000 | 3502.620000 | 48.620000 | 1.410000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.770000 | 392.800000 | 37.800000 | 10.650000 | 355.000000 |
| Intrum | 4 | 2.610000 | 559.000000 | 32.000000 | 6.070000 | 527.000000 |
| Resurs Holding | 22 | 1.190000 | 600.820000 | 26.820000 | 4.670000 | 573.999998 |
| Corem Property Group B | 59 | 0.690000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| Boozt | 12 | 0.360000 | 1677.600000 | 23.600000 | 1.430000 | 1653.999996 |
| OEM International B | 7 | -0.260000 | 544.600000 | 16.600000 | 3.140000 | 527.999997 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| AcadeMedia | 12 | -1.080000 | 572.400000 | 15.400000 | 2.760000 | 557.000004 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Swedbank A | 3 | 0.570000 | 579.150000 | 15.150000 | 2.690000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Securitas B | 6 | 1.120000 | 582.600000 | 12.600000 | 2.210000 | 570.000000 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.650000 | 250.800000 | 4.800000 | 1.950000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.070000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Handelsbanken A | 5 | 0.050000 | 540.250000 | -5.750000 | -1.050000 | 546.000000 |
| Midsona B | 63 | 0.220000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.170000 | 575.000000 | -19.570000 | -3.290000 | 594.565215 |
| Essity B | 2 | 0.040000 | 549.400000 | -24.600000 | -4.290000 | 574.000000 |
| CTEK | 13 | -4.260000 | 508.040000 | -25.960000 | -4.860000 | 533.999999 |
| Essity A | 4 | 0.360000 | 1102.000000 | -47.000000 | -4.090000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.670000 | 2756.000000 | -215.000000 | -7.240000 | 2971.000006 |
| OX2 | 18 | 0.380000 | 1423.800000 | -240.200000 | -14.440000 | 1663.999992 |
| Axfood | 13 | 0.110000 | 3472.300000 | -283.700000 | -7.550000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46014.300000 | -874.270000 | -2.50381% | 46888.564618 |
Updated:¶
'2023-01-27 10:51:51.296874'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
